DFX Intelligence

J••• L••• M•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

J••• L••• M•••••••

Advisor at L•• F•••••••• L••

MIDLAND, MI | GRAND RAPIDS, MI

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 14, 2010 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 27, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Jun 21, 2019	n/a	yes	MIDLAND, MI\|GRAND RAPIDS, MI	Current employment
S••	Bd affiliated wealth	Oct 12, 2012	Jun 21, 2019	no	ANN ARBOR, MI\|GRAND RAPIDS, MI\|MIDLAND, MI\|Midland, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••	L•• F•••••••• L••	Jun 21, 2019	Jun 21, 2019	0	Firm change	Ibd to RIA
M•• A•••• M••••••••• L•••	S••	Oct 3, 2012	Oct 12, 2012

Team moves

••• Locked

Team	Left	Joined	From	Kind
110692:6413:MI:2019-06-21	Jun 21, 2019	Jun 21, 2019	MIDLAND, MI	Firm change

Relationships

Registered with (3)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Jun 21, 2019 to presentfactForm ADV
→ S••Registered adviserregistration: previous registration
Oct 12, 2012 to Jun 21, 2019factForm ADV
→ M•• A•••• M••••••••• L•••Registered adviserregistration: previous registration
Oct 14, 2010 to Oct 3, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 14, 2010
Last observed: Sep 15, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.